Tuesday, January 17, 2012

Diversions: Wild is the wind

Just had a fabulously productive day at work (meaning I got a long way towards some money-making ideas).

And for that I am happy enough for now.

So I am indulging in diversions:


9 comments:

SleepingMan said...

Best album of all time! (I run a small credit fund, it's rare to find myself agreeing with someone from equity-land but on this one you're right on the money)

John Hempton said...

For and equity guy I am kind of respectful of credit guys. They at least think of the downside more than us equity guys and that is constructive.

And yes - it is a great album.

J

Anonymous said...

Gosh, John, I am Russian (which is to say, different and deep enough culture), young, and this parrot thing already looks a little bit worn out.
Brilliant indeed but worn out.
Worn out, but indeed brilliant.

As a shameless plug for abovementioned culture, have you tried Leonid Gaidai's comedies?

Regards,
Dmitry.

Wexboy said...

Cheers, John,

If I recall, I actually went out to buy this album (among other Bowie albums) when I was 13! on cassette! Have been throwing a music link or two into my blog/twitter recently...to be met with stunning silence. So good on ya!

Thanks for the blog too, a lot of v interesting posts to think about, and really helps to think about possible shorts (really not a lot of useful commentary/advice out there on the subject, in my opinion).

Cheers,

Wexboy

wexboy.wordpress.com

Richard said...

Warning SleepingMan!
You have been spotted!

Warning John!
"Running a small credit fund" might understate SleepingMan's credentials.

Afterthought: Thanks for the musical interlude.

MBeuerlein said...

Good stuff! Thanks for once again sharing your discernment.

Colin P said...

John, Feel free to write extensively about those positions after you've closed them out.

Colin P said...

John, I have been reading Bronte's monthly letters. The one question I have is, when you're shorting at what point do you worry your short has become too crowded?

John Hempton said...

Colin - you have nailed one of our biggest problems.

If you wish to email me and book a time I will chat through the issues.

j

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The content contained in this blog represents the opinions of Mr. Hempton. Mr. Hempton may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Hempton's recommendations. The commentary in this blog in no way constitutes a solicitation of business or investment advice. In fact, it should not be relied upon in making investment decisions, ever. It is intended solely for the entertainment of the reader, and the author.  In particular this blog is not directed for investment purposes at US Persons.